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The initial quote email notification is only a confirmation of the quote request. This initial quote email notification will not contain a purchase link for the customer to complete the purchase. When the merchant navigates to the Quote Reuest Request order life-cycle location and selects the quote request then clicks the "Send" button, the "Approved Quote" email notification is sent to the customer and it . It is this email notification to the customer which contains the "purchase link" for the customer to return and complete the payment for the purchase. |
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The pending quote requests will be displayed in a list. Click on the quote request ID as shown below.
When the The quote request comes up the screen will look like thisappear as follows:
Notice that it will tell you the quote ID and the time the quote was requested at the top of the page. The first thing you want to do is adjust the pricing on the quote using the Edit Customer and Edit Items buttons at the top of the page. After you have adjusted the order to provide discounts you can chose one of the options at the bottom.
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